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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-12 |
| TN | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Memphis | TN | 01/2023 | 01/2025 |
| Wells Fargo Bank, Na | Memphis | TN | 01/2023 | 12/2024 |
| Bank Of America | Memphis | TN | 11/2021 | 11/2022 |
| Babalu Midtown | Memphis | TN | 07/2021 | 10/2021 |
| Majestic Grille | Memphis | TN | 04/2021 | 06/2021 |
| Unemployed | Memphis | TN | 05/2020 | 03/2021 |
| Aldo's Pizza Pies Midtown | Memphis | TN | 05/2018 | 05/2020 |
| United States Navy Reserve | Memphis | TN | 10/2013 | 10/2021 |
| Rhodes College | Memphis | TN | 08/2011 | 05/2017 |
| Simplicity Wealth | Summit | NJ | 12/2024 | 02/2025 |
| Select Wealth Advisers | Memphis | TN | 01/2025 | 02/2025 |
| The Leaders Group Inc | Littleton | CO | 01/2025 | 02/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Memphis | TN | 03/2025 | Present |
| Bank Of America, N.A. | Memphis | TN | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-24 |
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